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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,670 | $100,784-2.1% | $191,597-48.5% | $82,637+19.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 76.9%+23.1pp | 68.1%+31.9pp |
| Annual return | 11.23% | 18.13%-6.9pp | 27.07%-15.8pp | 53.51%-42.3pp |
| Employer contribution / active EE | $4,270 | $3,102+37.6% | $5,025-15.0% | $2,552+67.3% |
| Participant deferral / active EE | $1,496 | $4,937-69.7% | $6,850-78.2% | $4,126-63.8% |
| Admin fee / account holder | $7,404 | $10,062-26.4% | $22,799-67.5% | $7,339+0.9% |